Duplicating Standard Reports for Custom Use - Revision history

Amy at 21:53, 8 June 2013

2013-06-08T21:53:51Z

Amy at 21:53, 8 June 2013

2013-06-08T21:53:22Z

Moha: Created page with "'''How to Duplicate Standard Reports for Custom Use''' * Go to the ‘Report Center> Customize Reports’ * File:1 Image(1).png * Retrieve the r..."

2011-06-04T14:28:28Z

Created page with "'''How to Duplicate Standard Reports for Custom Use''' * Go to the ‘Report Center> Customize Reports’ * File:1 Image(1).png * Retrieve the r..."

New page

'''How to Duplicate Standard Reports for Custom Use'''

* Go to the ‘Report Center> Customize Reports’

* [[File:1 Image(1).png]]

* Retrieve the report you want to duplicate from ‘Search Standard’.

* [[File:2 Image(1).png]]

* After the report loads click on the ‘Duplicate Report’ button.

* [[File:3 Image(1).png]]

* SME will auto fill the fields with the word ‘Custom’ and ‘Copy of’. At this time it is recommended that you rename the report to a name unique for your company or use.

* [[File:4 Image(1).png]]

* Similar to this:

* [[File:5 Image(1).png]]

* Save the report.

* Click on the ‘Open Report Designer’ button.

* [[File:6 Image(1).png]]

* When the report designer opens click on ‘File> Save As’ and rename the report.

* Note: It is recommended that you add a prefix or suffix to the current report name as this will enable High5 support to readily assist with troubleshooting should an issue arise.

* [[File:88 Image(1).png]]

* Click ‘Save’ and close the report designer.

* Click on the browse ellipsis to the right of the ‘Filename’ field and select the file you saved in the step above.:

* [[File:7 Image(3).png]]

* Click on Open:

* [[File:8 Image(2).png]]

* Click on Save and the custom report will now be unique and ready for further editing.

* [[File:9 Image(1).png]]

@@ Line 2: / Line 2: @@
 #       Go to '''Reports''' module > '''Customize Reports'''.
 #       Click '''Search''' > '''Search Standard Reports'''.
-#       Search for '''Standard Order Ticket''' – '''Order Items''' and select.
+#       Search for the standard report you are duplicating and select.
 #       Click '''Duplicate Report'''.
 #       Enter a new name in the '''Short Name''' and '''Title''' fields.

@@ Line 1: / Line 1: @@
-'''How to Duplicate Standard Reports for Custom Use'''
+If you are duplicating a standard report, it is important to follow these steps because you will need to create a new report file.
-*          Go to the ‘Report Center> Customize Reports’
+[[File:RenameFileName.jpg]]
-*          [[File:1 Image(1).png]]
+<br>9.    Click '''Save'''.
-*          Retrieve the report you want to duplicate from ‘Search Standard’.
+[[File:BrowseForSavedFile.jpg]]
-*          After the report loads click on the ‘Duplicate Report’ button.
+<br>12.     In the Open window that opens, select the file you saved in step 8 above. Click '''Open'''.
-*          [[File:3 Image(1).png]]
+[[File:SelectSavedFile.jpg]]
-*          SME will auto fill the fields with the word ‘Custom’ and ‘Copy of’. At this time it is recommended that you rename the report to a name unique for your company or use.
+<br>13.   Click '''Save'''.